Jeffrey Kirkpatrick
Dovetail Financial · Duluth, Georgia
Jeffrey Kirkpatrick is a fee-only financial advisor at Dovetail Financial in Duluth, Georgia. Jeffrey charges an ongoing planning fee (typically works with clients with $1,000,000 or more) and focuses on retirement planning.
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Specialties
Who they serve
- Retirees
- Pre-retirees
- Divorced individuals
Facts
| Firm | Dovetail Financial |
|---|---|
| Based in | Duluth, Georgia |
| Fee model | Ongoing planning fee |
| Fees (firm's website) | Typically works with clients with $1,000,000 or more |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Assets under management | $298.9M across 891 accounts |
| SEC registration | Investment adviser representative in GA, NC · CRD 3069597 |
| Exams passed | Series 66 (1998) |
| Firm size | 6 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.dovetailfin.com |
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Questions about Jeffrey
Is Jeffrey Kirkpatrick a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jeffrey holds no broker registration, and Dovetail Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jeffrey charge for financial advice?
Jeffrey charges an ongoing planning fee.
How much does Jeffrey charge?
According to Dovetail Financial's website, checked October 30, 2026: typically works with clients with $1,000,000 or more.
Does Jeffrey work with clients virtually?
Yes. Dovetail Financial says on its website that it works with clients remotely.
Where is Jeffrey Kirkpatrick based?
Jeffrey Kirkpatrick is based in Duluth, Georgia.
What does Jeffrey specialize in?
Jeffrey's specialties include retirement planning. Jeffrey works with retirees, pre-retirees and divorced individuals.
Is Jeffrey Kirkpatrick registered with the SEC?
Yes. Jeffrey Kirkpatrick is registered as an investment adviser representative in GA and NC (CRD 3069597), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Dovetail Financial manage?
Dovetail Financial reports $298.9M across 891 accounts in assets under management.
How do I contact Jeffrey Kirkpatrick?
Through Jeffrey's website, www.dovetailfin.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Dovetail Financial website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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